Mary E. Ivy
Professional summary
Mary Elizabeth Ivy, CFP®, who also goes by Mary Elizabeth Gordon, is a registered financial advisor currently at GORDON FINANCIAL located in Mount Pleasant, South Carolina.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Mary has worked at 2 firms .
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Elizabeth Ivy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
March 2, 2015 - Present
GORDON FINANCIAL
May 4, 2009 - February 3, 2015
MORRIS FINANCIAL CONCEPTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2015)
Exams
Current Firm
GORDON FINANCIAL
CRD#: 174196 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 49,877,000 |
Red Flags
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